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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-22 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R&B Wagner | Milwaukee | WI | 03/2019 | 03/2021 |
| St Camillus | Milwaukee | WI | 09/2015 | 03/2019 |
| Thrivent Investment Mangement Inc | Waukesha | WI | 08/2020 | 07/2025 |
| Thrivent Financial | Appleton | WI | 04/2021 | 06/2021 |
| Thrivent Financial | Appleton | WI | 06/2021 | 07/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2025 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 10/2025 | Present |
ASCENSION ENDOWMENT FUND POSITION: Board Member NATURE: This Ascension Endowment Fund is for supporting the church in future financial needs and funding church related programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 1236 S Layton Blvd, Milwaukee WI 53215, United States DESCRIPTION: As a board member, I will be helping in the decision of who and how much funds we allocate to the church and church related programs. Also, another duty is to provide information to members and nonmembers on how to allocate dollars to the fund and what the fund supports. JERRY VANG IT POSITION: Owner NATURE: Provide IT services for small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2021 ADDRESS: W336S4635 Drumlin Dr, Dousman WI 53118, United States DESCRIPTION: Provide IT services such as support, consultation and keeping the infrastructure up to date.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
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